User Guide

VALUENEXRadar Documents

 

Understand the Radar

Documents in the data set are text mined and grouped together in clusters based on semantic similarities, or individual plots are created if an unclustered analysis is selected. Then they are run through multi-dimensional scaling and precisely positioned on a 2D radar based on their differences. Each dot represents one cluster or plot, with the size of the cluster reflecting the number of documents it contains. The closer the clusters the more similar their contents are. The XY axes have to particular meaning: distance is the focus of the data landscape.

Contour lines are created based on document density in areas of the radar, indicating possible semantic similarities or other levels of connectivity.

The analysis is automatically based on the company or organization that has the most documents in the data set: the Target Company. The others on the target list are the ones with the closest centers of gravity (overall document similarity) and filing ranges to the target company.

 

    Get Started!

    Upload Data for an Analysis

    Select Document Analysis Document Limit Package Use Doc...

    Create a Data Set to Analyze: upload your file containing up to 100,000 documents as a .xlsx, .csv, .tsv, or .txt with character encoding UTF-8 or ASCII for English, Shift_JIS for Japanese, or UTF-8 for Chinese

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    The first row must contain the field names, starting with id, name, and timestamp. After that, add as needed. See images below

    Document Settings: confirm the file name and type.

    Document - Confirm Data copy.png

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    Click "Ignore the first line of the file" if the required field names begin on the second line

    Request Data Set to start the upload or Cancel to return to the previous page.

    Check Uploaded Data: confirms the success of an upload, or will give an error message indicating the cause of an unsuccessful upload. Click Go to Data Set to open the uploaded file. Click the Data Sets tab to view and select for analysis.

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    Create an Analysis

    Uploaded data sets will be listed on the Data Sets page. To select a data set for analysis, click the box next to the data set name to add it to the Data Set list under Analyze. Then set the summary fields and field importance parameters (this controls what data will be included and how it will be calculated). Under Analyze, confirm the Data settings:

    Doc - Analyze - Data.png

    Analysis Name: enter the name you'd like to give your analysis. If left blank, an analysis number will automatically be assigned.

    Data Set: selected data sets will be listed here. Total Documents gives the cumulative number of documents in all selected data sets.

    Summary Fields: select the data fields for the following:

    • Organization: This is usually companies, assignees, or owning entities. This field is used to analyze gravity trends, document distribution, SWOT, and more.
    • Person: This is usually inventors, authors, or affiliated persons. This field is used for aggregation and relevant document volume counting.
    • Custom: This is usually IPCs, CPCs, or other document codes. This field is used for aggregation and relevant document volume counting.

    Field Importance: assign a numerical value to each field to determine the level of importance during the similarity calculation.

    • 0: Fields with 0 will be omitted from the calculation. Company names, person names, document codes, and numerical data typically can't be semantically analyzed, so you should set them to 0.
    • 1: This is the standard value and should be used for most semantically analyzable fields. If all are set to 1, an unbiased calculation will be performed.
    • 2-20: Customized levels of importance can be applied in the similarity calculation. For example, if field B is twice as important as A, then set A—>1 and B—>2.

    Sampling Threshold: confirm the amount of documents to include in the analysis.

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    If the total number of documents in the selected data sets is higher than the maximum allowed on your account, a calculated sampling will be extracted for the analysis

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    If multiple data sets are selected, only common fields will be used for analysis. For example, if Data Set A contains Abstract, Claims, and Inventor, and Data Set B contains Thesis, Claims, and Professor, then only Claims will be available. If they do not have any common fields, Summary Fields and Field Importance will be deactivated and you will not be able to run the analysis

    Use Options to apply custom rules to the analysis calculation.

    Name Normalization is the aggregation of company or author names, document codes, or other custom fields. To apply a new rule, create and upload a file under the More dropdown → Name Normalization. Sample File

    Cluster Strength increases or decreases the cluster volume by adjusting the similarity threshold.
    Strong → fewer clusters with more documents per cluster.
    Weak → more clusters with fewer documents per cluster.

    Cluster Count allows you to specify the exact number of clusters created during the calculation process. To create an unclustered analysis, enter the Total Documents number of the data sets you want to analyze. See Data → Data Set → Total Documents.

    Word Importance is the adjustment of the level of relevance of certain words during the similarity calculation and clustering process. Words can be emphasized, weakened, or excluded. To apply a new rule, create and upload a file under the More dropdown → Word Importance. Sample File

    Word Grouping puts synonymous words together and runs them as one in the calculation process. To apply a new rule, create and upload a file under the More dropdown → Word Grouping. Sample File

    Indexical Analyzer controls the parameters of the 2D visualization according to the number of documents in the data set and the scope of their contents. If a data set broadly covers a topic or field, e.g. renewable energy, set it to broad. If it is specific, e.g. solar power energy storage and transfer, set it to specific. For patent volume, low is less than 1,000. Average is 1,000-5,000. High is 5,000+.

    Advanced Options: adjust calculation settings for Contour Lines, Gravity Distance Transition, and Noteworthy Areas.

    Options - Patent - Document.png

    Click Run Analysis to start.

     Your Analysis is in Progress: view the status of your analysis here. When complete, you will be notified by email. You can leave this page without affecting the progress. You can check the status under My Analyses.

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    Depending on the document volume, it can take a few minutes to several hours to run the analysis

    After running an analysis, it will be listed on the Create/Analyses page under My Analyses. You can hide, download, share, and delete analyses on this list.

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    View Analysis

    Under My Analyses, select the analysis you'd like to view.

    VALUENEXRadar Documents.jpg

    1.    Return to your list of analyses or create a new one
    2.  
    Manage your data sets
    3.  
    Manage your word importance, word grouping, and name normalization files, and view your browsing history and license usage
    4.  
    Switch to Trend Analysis
    5.  
    Create a data subset of the analysis
    6.   Print
    7.   
    Share the analysis: to enable, click Share, and then send a link of the analysis URL to others who have their own account


    8.   Areas: click to activate the Create Areas function
    9.   Areas: click to toggle Select Areas function
    10.  Zoom
    11.   Cluster size control
    12.  Full screen
    13.  Manage the Target Company list, and access advanced visualization settings
    14. Clear all: work on the radar is automatically saved. Click to return the radar to its original state

    Find on Radar

    Analysis Information: view the metadata of the analysis and access contained data sets.

    Analysis Statistics: view statistical data of the analysis.

    Layers: control the visible layers on the radar.

    Keyword Density Areas: highlight major (high density), growing, or sparse (low density surrounded by high density) areas on the radar.

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    Keyword Density Area labels are off by default. To activate them, go to Layers → Keyword Density Areas and select.
    M: Major, G: Growing, S: Sparse, N: Newer, U: Unique, W: Weakness, P: Strength

    Cluster Trend: highlight the clusters containing the newest documents, largest number of documents, and closest to the centroid of the analysis. Click to highlight on the radar. Single click on the circle next to the cluster number to change the highlight color.

    SWOT: view the target company’s strong and weak areas (based on document density and filing trend compared to others in the data set), its nearest assignee (the one with the most overall similar documents) and its caution assignee (the one moving fastest towards its center of gravity). Click to highlight on the radar. Single click on the circle next to the cluster number to change the highlight color.

    Cluster Select: lists the cluster(s) you have clicked on the radar, including key words, years, and documents.

    Cluster Select History: lists the history and access count of clusters you have clicked on the radar.

    Overview Graphs:

    • Density: shows the integration density of each cluster of the target company. X and Y axes are the integration density of target compared to others in the data set. The blue line is a least-squares method regression line. The red dotted lines are 3-sigma lines. The plots above the blue line are the target's strengths, those below are its weaknesses. The further from the axes origin the more unique. See SWOT above for more details.
    • Gravity Distance Transition: shows the transition of the distance between the target's center of gravity and the others', showing divergence or convergence trends over the time range of the data set. Target is represented by the X-axis.
    • Distance vs Trend: indicates the level of competitive caution of the target vs others. X and Y axes are the distance and trends between the target's center of gravity and the others' gravity. Positive and negative numbers indicate if their gravity is moving away from (+) or approaching (-) the target. Also see synergy classifications below.
    • Distance vs Radius of Area: shows the overlap and distances between the target's document distribution range and center of gravity compared to others in the data set. X-axis shows the area of distribution. Y-axis shows the distance between the target's gravity and the others. Plots to the left of the green line indicate an overlap with the target, while to the right of the line indicates none. Also see synergy classifications below.
    • Number of Applicants in documents: indicates the number of documents an applicant has in the data set.
    • Number of Inventors in documents: indicates the number of documents that an inventor is connected to in the data set.
    • Number of documents in IPCs: indicates the number of documents containing a specific IPC.
    • Number of documents in Applicant: indicates the number of documents an applicant has over the time-period of the data set.
    • Number of documents in Inventor: indicates the number of documents that an inventor is connected to over the time-period of the data set.
    • Number of documents in IPCs: indicates the number of documents containing a specific IPC over the time-period of the data set.

    Contour Graph: shows the density of documents in areas of the radar.

    • Levels: sets the number of contour line intervals. The higher the number the sharper the contour regions.
    • Range: controls the displayed portion of Levels.
    • Factor: increases or decreases contour line detail in low density areas.
    • Reset: returns the settings to the default.
    • Create Areas from Lowest Contour Lines: shows keywords or lowest contour levels, and activates Areas function.
    • Update the Contours Automatically: adjusts the contour regions automatically based on Highlight selections.

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    If the Contour Region has a square outline, it can be removed by lowering the Factor Level, or increasing the Contour Range Threshold in Advanced Settings - accessible through the gear icon (⚙) in the bottom right corner of the radar. [Visualization → Advanced Settings]
    Contour Control.png
    • Trend Graph: shows the target and its competitors’ center of gravity movement over time range of the data set. Click on a company to view its trend graph, and single click on the circle next to the company name to change the highlight color.

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    You can add or remove companies on the list by clicking the gear icon (⚙) on the bottom right of the radar.

    Quick Highlights: highlight or isolate clusters based on keywords, years, organizations, people, or custom data.
    OR displays the clusters that contain the selected items.
    AND displays the clusters that contain ALL of the items selected.
    FILTER displays ONLY the selected items.
    SCALE resizes the clusters based on volume relevancy of the selected highlights.

    Pins: contains a list of pins you have placed on the radar. Click the pin icon on the radar to add or edit.

    Comments: contains a list of comments you have placed on the radar. Click the comment icon on the radar to add or edit.

    Filter Control.png

     Filters: create and manage customized filters.

    • Name: enter filter name (required).
    • Color: select color.
    • Border Width: set 0 for a cluster fill. Set 1-10 to circle the cluster. The higher the number the thicker the circle. 
    • Shared Filter: set ON to make filter shareable across all analyses.
    • To create a filter: select the filter target → select the target operator → enter the condition value. 
    • To apply multiple values: fill in fields of Condition 1 and Condition 2 (optional).
    • Save: click save to create and apply the filter.

     

    Condition Option - Notes:

    • Data sets: Enter the number located on the data set details pop-up on Data Sets page.
    • Cluster ID: Enter a numerical value

     

    To view, edit, and delete shared filters, use Manage Shared Filters.

    Areas: select and analyze areas on the radar.

    • Click Create Area icon to activate the function and then draw on the radar to enclose the area you want to analyze.
    • Click Select Area icon, hover over a contour region and single click to select an area by contour line,
    • Click Select Area icon, hover over a selected area and single click to view documents in area, edit area information, create a data set from area, create a sub-analysis from area, or delete the area. Or, view and manage areas on the Areas list.
    areas.png

    Center of Gravity and Distribution Area: shows the overlap and distances between the target's patent distribution range and center of gravity compared to others in the data set. Single click on the circle next to the selected companies to change the highlight color.

    Text Plots: places an X on the radar to indicate the center of an area containing specified text. Enter single or multiple words in the search query and click save to mark the spot.

    Drawing on Radar: draw and label areas on the radar.

    Radar  Settings: adjust the size of the clusters.

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    If you cannot find your answers here, send us a message. Potentially found a bug? Let us know!